“I’ve found a level of trust with Bank of Marin that I didn’t have with other wealth managers. It’s given me the confidence to take control of my finances – and my family’s future.”

WEALTH MANAGEMENT & TRUST

Take Control of Your Finances, with Confidence

With relationship banking as our guiding principle, we put you first at every stage of life. This includes helping you navigate the complexities of establishing trusts, wills and healthcare directives. At Bank of Marin our role is to guide you at the right time, to help you answer your most pressing questions and concerns, and to anticipate your needs before they become an unnecessary burden to your family or your business.

There can be some confusion about how a trust is different from a will and who needs one. Most people need a will and a healthcare directive as part of a basic estate plan. We can help you analyze your assets to determine if the cost of creating and maintaining a trust is justified. For those who already have a trust, we can also help determine if your trust needs updating.

For more information about our wealth management and trust services, and how we can help solve your unique financial needs, please contact a member of our knowledgeable Wealth Management & Trust Team.

“Bank of Marin has a whole range of services that a growing business like ours can tap into.”

Claire Knoles
Chief Operating Officer

Commercial

Creative Lending Solutions to Drive Opportunity.

Bank of Marin is the smart option for Bay Area businesses. Our financing solutions are backed by personal attention and expert advice. We are dedicated to supporting our commercial customers by truly understanding your business and devising solutions where others see roadblocks.

With a broad array of business services, we have the tools and expertise to help you grow and succeed.

“I received an email from the Bank asking if we could use a van….It’s that kind of thing that makes it special to us and why we value the relationship so much. They go above and beyond what you’d normally expect a Bank to do.”

Mike JohnsonChief Executive Officer

Small Business

Business Grown Here, Together

From structuring financing to navigating the local business community, Bank of Marin is more than just a bank. We partner with every business we serve to develop custom solutions built specifically for your banking needs. Our team of financial experts will listen to your business and personal goals and devise solutions that will safely, securely and quickly get you to where you want to be.

Unlike other banks, Bank of Marin has its roots in the Bay Area, and understands the business landscape in ways that only a local can. If you think your business should be as important to your bank as it is to you, turn to Bank of Marin.

Our Business services include Lending, Checking and Savings accounts, Cash Management, Business Online Banking and Payroll, Business Credit Cards and more.

Elaine Petrocelli, President

PERSONAL

Personal is About Relationship, Not Accounts

At Bank of Marin, we take our role in the community very seriously. That means supporting not just the businesses of the Bay Area, but the people behind those businesses as well.

Our personal banking services cover everything you need to feel secure that your money is in good hands. From trusts and wealth management to mobile banking and credit cards, our expert team is there at every step to guide you. See for yourself what a difference a bank built in your community can make.

Personalized business banking, right next door

Serving the entire Bay Area, Bank of Marin combines regional reach with local knowledge to deliver an unsurpassed range of services. Stop by your local branch to learn how Bank of Marin can help elevate your commercial, business or personal banking.

Meet the Graduates of Bank of Marin’s New Commercial Banker Academy

As three soon-to-be graduates in the inaugural class of the Commercial Banker Academy (CBA) at Bank of Marin, Garrett Stone, Chris Vavuris, and Ken Wanlass have a lot in common. They are all Senior Credit Analysts poised to graduate from the Academy at the end of 2018. Upon completion of the 18-month program, they will become Portfolio Managers, overseeing a full loan portfolio of commercial clients.

The Academy was created primarily by Misako Stewart and Charlie Clifford, both Senior Vice Presidents in Commercial Lending at Bank of Marin. The CBA is designed to provide formal training in credit underwriting and teach comprehensive lending skills that can be applied to real-life customer situations.

When asked how the Commercial Banker Academy has helped in his current job, Ken replied, “Without the Academy, I would have spent years trying to acquire the same knowledge through work experience. The most satisfying part of my job is seeing the end-result of all the hard work that goes into closing a new loan.”

According to Chris, “No two businesses are the same. This work keeps you on your toes.” After looking at two beverage companies recently – one selling kombucha and specialty teas, and the other a small batch craft brewer – he reflected that each had completely different customers, strategies and cultures. “The CBA has taught me to look behind the numbers to really understand the health of an organization.”

Based in the Bank’s Oakland Commercial Banking office, Garrett has appreciated working with a variety of business owners and colleagues, to try and understand what they are dealing with in their everyday lives. “I have been able to learn quickly in this role because I’ve been exposed to so many different situations with different people. The Academy has been one of the most rewarding experiences in my life.”